People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Todd C. Early, MBA, AIFA®

Director, Institutional Advisory Practice & Senior Investment Counselor

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Todd joined The Colony Group in 2015 with CapGroup Advisors and is a Director of the firm’s Institutional Advisory Practice and a Senior Investment Counselor. He is responsible for managing the investment advisory services for middle market non-profit institutions and holds the Accredited Investment Fiduciary Analyst designation.

Prior to serving as Managing Principal at CapGroup, Todd was the Director of the Nonprofit and Institutional Division at Edelman Financial Services and was previously Vice President of Institutional Services at Trusco Capital Management, the institutional investment division of SunTrust Bank. For more than 16 years, Todd has specialized in supporting the strategic investment priorities of nonprofit organizations, corporations, and municipal entities.

Todd holds a BA from the Virginia Military Institute and an MBA from the University of South Carolina. He has also completed studies at MIT, the Harvard School of Business, and New York University.